Ciena Earnings Highlight Data Center Connectivity
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Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows
September 04, 2024
Will the Cisco Reorg Work?
Cisco is in the midst of the largest reorg in years. Will it work?
September 04, 2024
Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company
Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry
August 29, 2024
Nutanix Vaults 20% in Wake of VMware Buyout
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Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions
August 29, 2024
NVIDIA's Results Show AI Boom May Be Slowing
Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.
August 29, 2024
NVIDIA Boosts AI Development for Enterprise Use
NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels."
August 27, 2024
Lumen Picks Blue Planet to Prep Inventory for AI
Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.
August 22, 2024
What Can Stop Snowflake's Shares From Melting?
Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling
August 22, 2024
AMD to Buy ZT Systems to Accelerate System Delivery
AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027
August 19, 2024
Are the Hyperscalers Betting Too Much on AI?
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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison
August 08, 2024